Choose the plan that fits your business
Every plan comes with a dedicated financial team
X-citing
$195
/mo
(Paid Monthly)
or
$166
/mo
(Paid Annually)
Annual Revenues
Up to $100k
Bookkeeping
Dedicated  bookkeeper and CPA for quick questions
Custom  chart of accounts
Cash Accounting method
20th of Month Financials  delivered
Consulting
How  often do you want advice?
Tax Planning
Growth  Advisory
(On your business finances)
Benchmarking,  KPIs, and Expense Reduction Analysis
Monthly  SME Podcast/Q&A/Webinar
Remote  CFO Workbook
guarantee
Date or Free
Tax preparation
Business Federal and State
Personal Federal and State
Audit Support
Get Started
X-panding
$295
/mo
(Paid Monthly)
or
$249
/mo
(Paid Annually)
Annual Revenues
$100k - $250k
Bookkeeping
Dedicated  bookkeeper and CPA for quick questions
Custom  chart of accounts
Cash Accounting method
20th of Month Financials  delivered
Consulting
How  often do you want advice?
Annual Tax Planning
Growth  Advisory
(On your business finances)
Benchmarking,  KPIs, and Expense Reduction Analysis
Monthly  SME Podcast/Q&A/Webinar
Remote  CFO Workbook
guarantee
Date or Free
Tax preparation
Business Federal and State
Personal Federal and State
Audit Support
Get Started
X-ceptional
$495
/mo
(Paid Monthly)
or
$416
/mo
(Paid Annually)
Annual Revenues
$250k - $500k
Bookkeeping
Dedicated  bookkeeper and CPA for quick questions
Custom  chart of accounts
Cash Accounting method
12th of Month Financials  delivered
Consulting
How  often do you want advice?
Semi-Annual Tax Planning
Semi-Annual Growth  Advisory
(On your business finances)
Benchmarking,  KPIs, and Expense Reduction Analysis
Monthly  SME Podcast/Q&A/Webinar
Remote  CFO Workbook
guarantee
Date or Free
Tax preparation
Business Federal and State
Personal Federal and State
Audit Support
Get Started
X-treme
$995
/mo
(Paid Monthly)
or
$832
/mo
(Paid Annually)
Annual Revenues
$500k - $1mm
Bookkeeping
Dedicated  bookkeeper and CPA for quick questions
Custom  chart of accounts
Cash / Modified Acct method
7th of Month Financials  delivered
Consulting
How  often do you want advice?
Quarterly Tax Planning
Quarterly Growth  Advisory
(On your business finances)
Benchmarking,  KPIs, and Expense Reduction Analysis
Monthly  SME Podcast/Q&A/Webinar
Remote  CFO Workbook
guarantee
Date or Free
Tax preparation
Business Federal and State
Personal Federal and State
Audit Support
Get Started
Custom
$call
/mo
(Paid Monthly)
or
$call
/mo
(Paid Annually)
Annual Revenues
$1mm+
Bookkeeping
Dedicated  bookkeeper and CPA for quick questions
Custom  chart of accounts
Cash / Modified Acct method
5th of Month Financials  delivered
Consulting
How  often do you want advice?
Quarterly Tax Planning
Quarterly Growth  Advisory
(On your business finances)
Benchmarking,  KPIs, and Expense Reduction Analysis
Monthly  SME Podcast/Q&A/Webinar
Remote  CFO Workbook
guarantee
Date or Free
Tax preparation
Business Federal and State
Personal Federal and State
Audit Support
Get Started
All plans include:
Dedicated bookkeeper
Tax Pro for quick questions
Custom chart of accounts
Cash basis bookkeeping
Sales tax reporting
Payroll tax reporting*
Have Questions?
Call (727) 736-1242
or chat with us live on bottom right of the page
A La Carte Services
Personal Tax Return
Business Tax Return
Benchmarking
Business Review
Best Practice Sessions
KPI Analysis
Quarterly Mastermind

We hope you are 100% satisfied with your experience with us. If you do have any questions, please contact us and let us know!

727-736-1242
admin@dunedintax.com
1224 County Road 1
Dunedin FL 34698
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